Ventura Foods, LLC Profit Sharing 401(K) Plan — Form 5500 plan (Ventura Foods, LLC)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Ventura Foods, LLC Profit Sharing 401(K) Plan is a benefit plan reported by Ventura Foods, LLC under EIN 95-4589254 and plan number 001. The latest loaded filing year is 2023. The filing reports 2,997 participants and $301,060,377 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Ventura Foods, LLC
- EIN
- 95-4589254
- Plan number
- 001
- Plan type
- 2
- Location
- Brea, CA
- Latest filing year
- 2023
- Participants
- 2,997
- End-of-year plan assets
- $301,060,377
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 2,997 | H, C | 20241014143159NAL0026418065004 |
Reported financial statement (2023 · Schedule H)
Net assets
- Total assets (EOY)
- $301,060,377
- Net assets (EOY)
- $301,060,377
- Net assets (BOY)
- $257,155,284
Income & contributions
- Employer contributions
- $16,362,938
- Participant contributions
- $12,187,789
- Total contributions
- $30,112,126
- Total income / additions
- $76,281,291
Expenses & distributions
- Benefits paid
- $32,151,522
- Administrative expenses
- $206,745
- Total expenses
- $32,376,198
- Net increase / (decrease)
- $43,905,093
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Gallagher Benefit Services | INVESTMENT ADVISOR | $104,445 | not reported in the loaded dataset | 2023 |
| Transamerica Retirement Solutions | RECORD KEEPER | $88,300 | $0 | 2023 |
| Miller Kaplan Arase | AUDITOR | $14,000 | not reported in the loaded dataset | 2023 |
| National Financial Services | SECURITIES BROKER | $0 | $0 | 2023 |
| Mid Atlantic Capital Corporation | SECURITIES BROKER | $0 | $0 | 2023 |
Related Form 5500 pages
- All Form 5500 plans for Ventura Foods, LLC
- 2023 Form 5500 filing
- Form 5500 filings in CA
- 401(k) and benefit plan filings in Brea, CA
- Gallagher Benefit Services — Schedule C compensation
- Transamerica Retirement Solutions — Schedule C compensation
- Miller Kaplan Arase — Schedule C compensation
- National Financial Services — Schedule C compensation
- Mid Atlantic Capital Corporation — Schedule C compensation